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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton emphasizes the importance of entering generic information at the top, including the company name, address, phone number, and details of the quote recipient. The focus is on setting up a reusable template rather than formatting at this stage. He suggests that users can refine the appearance later while concentrating on gathering relevant information for the form. The goal is to create a versatile template for future use.